Comprehensive Financial

Comprehensive Financial

Welcome! We are a leading financial planning firm offering a suite of services for individuals and businesses in the Tri-State area. From our inception, we realized that our clients need more than quality products; they need convenience and service.

The clients' needs come first! Our solution was to develop an umbrella of financial services to encompass every facet of an individual's or business' economic well being. The depth of knowledge and experience necessary to provide such a broad base of services include specialties in Employee Benefits, Human Resources, Retirement Planning, Accounting, Insurance, Risk Management, Investments, Financial and Estate Planning.

Operating as usual

Should your 401(k) follow your conscience? What to know before investing in ESG. 11/05/2021

Should your 401(k) follow your conscience? What to know before investing in ESG.

Should your 401(k) follow your conscience? What to know before investing in ESG. Trying to make money and make the world a better place at the same time is the reason why some investors choose ESG.

The Most Popular Halloween Candy In America, By State 11/01/2021

The Most Popular Halloween Candy In America, By State

The Most Popular Halloween Candy In America, By State The annual survey highlights the country’s favorite treats—better luck next year, Circus Peanuts—as well as the best and worst candies for Halloween.

What Does HBO’s Succession Get Right About Real-World CEO Succession? 10/29/2021

What Does HBO’s Succession Get Right About Real-World CEO Succession?

What Does HBO’s Succession Get Right About Real-World CEO Succession? Is the HBO show just a compelling black comedy or does it really mirror the corporate world?

Lost in Emotion: Identifying and Overcoming Investor Biases 10/25/2021

Lost in Emotion: Identifying and Overcoming Investor Biases

Lost in Emotion: Identifying and Overcoming Investor Biases Advisors can’t predict what direction the market takes, but they can help clients better navigate the journey.

At-Home Exercise Injuries Are Skyrocketing. Here’s How to Stay Safe 10/22/2021

At-Home Exercise Injuries Are Skyrocketing. Here’s How to Stay Safe

At-Home Exercise Injuries Are Skyrocketing. Here’s How to Stay Safe From varying your workouts to relying on virtual trainers, exercise experts share their best tips for staying safe whether you’re on a Peloton or merely doing a push-up.

The Biggest Mistakes People Make With IRA Rollovers 10/18/2021

The Biggest Mistakes People Make With IRA Rollovers

The Biggest Mistakes People Make With IRA Rollovers As the number of rollovers increases, so does the number of mistakes. And they can cost savers a lot of money.

As Americans cut the cord, Europeans sign up for more pay-TV 10/15/2021

As Americans cut the cord, Europeans sign up for more pay-TV

As Americans cut the cord, Europeans sign up for more pay-TV Satellite and cable are now more popular in France and Germany than in America.

How Much Should Gen X And Millennials Have Saved At Every Age? 10/11/2021

How Much Should Gen X And Millennials Have Saved At Every Age?

How Much Should Gen X And Millennials Have Saved At Every Age? Older millennials have already turned forty, while the more senior members of Generation X are closing in on 60. Wherever you fall on the age spectrum we cover how much you should have saved for a secure retirement.

What People Should Leave Off Their Résumés (but Rarely Do) 10/08/2021

What People Should Leave Off Their Résumés (but Rarely Do)

What People Should Leave Off Their Résumés (but Rarely Do) Some experiences and details are almost always irrelevant, and should be eliminated to make room for more important things.

2022 Best Colleges in the U.S.: Harvard, Stanford, MIT Take Top Rankings 10/08/2021

2022 Best Colleges in the U.S.: Harvard, Stanford, MIT Take Top Rankings

2022 Best Colleges in the U.S.: Harvard, Stanford, MIT Take Top Rankings Schools with the resources to deal with the fallout from Covid-19 dominated The Wall Street Journal/Times Higher Education college rankings this year.

How Will 10 Types Of Retirement Income Be Taxed? 10/01/2021

How Will 10 Types Of Retirement Income Be Taxed?

How Will 10 Types Of Retirement Income Be Taxed? Sadly, many pre-retirees forget about taxes when looking at a projection of their Social Security benefits or how much income their 401(k)s may generate at some point in the future.

Is America Inc getting less dynamic, less global and more monopolistic? 09/27/2021

Is America Inc getting less dynamic, less global and more monopolistic?

Is America Inc getting less dynamic, less global and more monopolistic? The Economist set out to test three hypotheses about American business. The results appear nowhere near as bleak as the doom-sayers would have you believe.

Most Businesses Fail Due to Money Mismanagement. These Quick Tips Can Help You Avoid Common Financial Mistakes. 09/24/2021

Most Businesses Fail Due to Money Mismanagement. These Quick Tips Can Help You Avoid Common Financial Mistakes.

Most Businesses Fail Due to Money Mismanagement. These Quick Tips Can Help You Avoid Common Financial Mistakes. There are various reasons you should want to invest in money management skills for your business, and it all boils down to how profitable you want your business to be.

Short-Lasting Inflation Depends on Long-Lasting Goods 09/20/2021

Short-Lasting Inflation Depends on Long-Lasting Goods

Short-Lasting Inflation Depends on Long-Lasting Goods The Federal Reserve blames rising inflation on an unusual jump in the price of durable products like cars and electronics, which it says won’t last.

How to Enjoy Retirement Without Going Broke 09/17/2021

How to Enjoy Retirement Without Going Broke

How to Enjoy Retirement Without Going Broke The problem of decumulation is a tricky one, even for Nobel Prize-winning economists.

Don’t Make These Inflation Induced Mistakes With Your Retirement Investments 09/13/2021

Don’t Make These Inflation Induced Mistakes With Your Retirement Investments

Don’t Make These Inflation Induced Mistakes With Your Retirement Investments Headlines are meant to sell newspapers, not guide your portfolio decisions. People often overreact. You don’t want to be one of those people.

Your Garage May Hold the Keys to a New Rental Opportunity 09/10/2021

Your Garage May Hold the Keys to a New Rental Opportunity

Your Garage May Hold the Keys to a New Rental Opportunity Here’s what you should know before converting your space into an accessory dwelling unit.

What Is an In-Service Withdrawal? 09/06/2021

What Is an In-Service Withdrawal?

What Is an In-Service Withdrawal? An in-service withdrawal occurs when an employee takes a distribution from a qualified, employer-sponsored retirement plan, such as a 401(k) account, without leaving the employ of their company. Here's how to know if it's a good decision for you.

How to Calculate Delta-Variant Risks for Children This Fall 09/03/2021

How to Calculate Delta-Variant Risks for Children This Fall

How to Calculate Delta-Variant Risks for Children This Fall With vaccinations not yet available for children under 12, parents must weigh the risks and benefits of autumn activities, from in-person school to sports, play dates and birthday parties.

To Gen Zers Working From Home, the Office Is a Remote Concept 08/30/2021

To Gen Zers Working From Home, the Office Is a Remote Concept

To Gen Zers Working From Home, the Office Is a Remote Concept Many who started careers during the pandemic have never worked in the same space as colleagues. But there are ways bosses can ensure they don’t miss out on mentoring.

Considering a Bathroom Remodel? Read This First. 08/27/2021

Considering a Bathroom Remodel? Read This First.

Considering a Bathroom Remodel? Read This First. Homeowners are often too quick to tear out a vintage loo. But there are persuasive reasons to preserve the colorful fixtures and quality tiles of washrooms from the 1920s to the 1960s.

The (Opening) Bell Tolls for Thee—If You’re Lucky 08/23/2021

The (Opening) Bell Tolls for Thee—If You’re Lucky

The (Opening) Bell Tolls for Thee—If You’re Lucky In the red-hot IPO market, companies go to great lengths to win the honor of ringing the NYSE or Nasdaq opening bell. CEOs get “a little creative.”

Social Security Benefits Poised For Largest Jump In Decades 08/20/2021

Social Security Benefits Poised For Largest Jump In Decades

Social Security Benefits Poised For Largest Jump In Decades With a couple of months of inflation data yet to be seen, it looks like those collecting Social Security are in store for a significant increase in 2022.

Wealthy Clients Clamor for Backdoor Roth IRAs. Advisors May Want to Keep that Door Shut. 08/16/2021

Wealthy Clients Clamor for Backdoor Roth IRAs. Advisors May Want to Keep that Door Shut.

Wealthy Clients Clamor for Backdoor Roth IRAs. Advisors May Want to Keep that Door Shut. Headlines about PayPal founder Peter Thiel’s $5 billion tax-free retirement account have some clients salivating. But regulatory changes may be coming.

3 Ways to Set Up Personal and Business Success During Immense Change 08/13/2021

3 Ways to Set Up Personal and Business Success During Immense Change

3 Ways to Set Up Personal and Business Success During Immense Change Keeping in touch with your customers' changing needs and giving yourself time to adjust to these changes are key to your success now.

Want Strong Business Relationships? Avoid These 3 Mistakes. 08/09/2021

Want Strong Business Relationships? Avoid These 3 Mistakes.

Want Strong Business Relationships? Avoid These 3 Mistakes. Strong relationships are a critical factor in every leader's success, but these missteps can keep you from building them.

This Is What Travel Will Look Like in a Post-Pandemic World 08/06/2021

This Is What Travel Will Look Like in a Post-Pandemic World

This Is What Travel Will Look Like in a Post-Pandemic World With the summer underway and holidays around the corner, travel is on the mind. But how will it be different?

Security-Camera Tips to Keep Your Home Safe While You Are Away 08/02/2021

Security-Camera Tips to Keep Your Home Safe While You Are Away

Security-Camera Tips to Keep Your Home Safe While You Are Away How to protect yourself against hackers, fortify your Wi-Fi and place your device in a safe location.

A few small changes can make you happier at a job you don't like, experts say 07/30/2021

A few small changes can make you happier at a job you don't like, experts say

A few small changes can make you happier at a job you don't like, experts say Consider this your guide to being happier at work — without too much effort.

How Dollar Tree Sells Nearly Everything for $1, Even When Inflation Lurks 07/26/2021

How Dollar Tree Sells Nearly Everything for $1, Even When Inflation Lurks

How Dollar Tree Sells Nearly Everything for $1, Even When Inflation Lurks In a world where costs are rising, the discount chain’s challenge is to find ways to buy holiday decorations, snacks and craft supplies for around 43 cents, then charge $1 to shoppers.

Global Minimum Tax Deal Marked a Win for Yellen. Now She Must Sell It to Congress. 07/23/2021

Global Minimum Tax Deal Marked a Win for Yellen. Now She Must Sell It to Congress.

Global Minimum Tax Deal Marked a Win for Yellen. Now She Must Sell It to Congress. Treasury Secretary Janet Yellen, credited with reviving talks to clamp down on tax avoidance by multinational firms, must now navigate more complex negotiations.

Top 10 Retirement Mistakes That Could Cost You Your Happiness 07/19/2021

Top 10 Retirement Mistakes That Could Cost You Your Happiness

Top 10 Retirement Mistakes That Could Cost You Your Happiness Without a solid plan in place years before retirement, you’re setting yourself up for failure in your golden years.

3 bank accounts rich people use to build wealth that are available to anyone 07/16/2021

3 bank accounts rich people use to build wealth that are available to anyone

3 bank accounts rich people use to build wealth that are available to anyone High earners and wealthy people generally tend to have quite a few habits in common. Many are frugal, look for ways to make the most of their money, and want to minimize the amount they'll owe in taxes later. And they consistently use three types of accounts to get more from their money.

How Is Retirement Planning Like Growing A Houseplant? 07/12/2021

How Is Retirement Planning Like Growing A Houseplant?

How Is Retirement Planning Like Growing A Houseplant? Many business owners are either not saving enough or not saving at all for retirement; and at an individual level.

Repair Furniture or Toss It? How to Make the Agonizing Decision 07/09/2021

Repair Furniture or Toss It? How to Make the Agonizing Decision

Repair Furniture or Toss It? How to Make the Agonizing Decision Maybe it’s a favorite rug that’s frayed or an inherited sofa with a broken leg. Is it worth fixing? Experts help you make the call.

Videos (show all)

COVID-19:  What You Should Be Doing Now For Your Financial Wellbeing.

Products

We offer many financial services, and specifics can be found under our "Services" tab. Because all of our staff and consulting professionals are independent (not employed by any insurance companies, investment companies, or brokerage firms), you can rely on our unbiased advice knowing that recommendations are based on your needs, not products or quotas.

The Investment Center, Inc is a broker-dealer registered with the United States Securities and Exchange Commission (SEC) and is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). The Investment Center, Inc. is also a SEC registered investment advisor. The principal office of The Investment Center, Inc. is located at 1420 US Hwy 206 North, Suite 210, Bedminster, NJ 07921. The Investment Center, Inc. and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon broker-dealers and investment advisers by those states in which the Investment Center, Inc. maintains clients. The Investment Center, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Investment Center, Inc.’s web site is limited to the dissemination of general information pertaining to its brokerage products and services. Accordingly, the publication of The Investment Center, Inc. web site on the Internet should not be construed by any consumer and / or prospective client as The Investment Center Inc.’s solicitation to effect or attempt to effect transaction in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by The Investment Center, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status and or disciplinary history of The Investment Center, Inc. or any of its agents please contact the SEC, FINRA, and/ or the state securities law administrator for those states in which The Investment Center, Inc. maintains a registration and or notice filing. The Investment Center, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Investment Center, Inc.’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Telephone

Address


86 Carleton Ave
East Islip, NY
11730

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Other East Islip businesses (show all)
JRC Billing and Solutions JRC Billing and Solutions
East Islip, 11730

Medical And Professional Billing

Extermitech Pest Control Extermitech Pest Control
East Islip, 11730

Extermitech Pest Control is a family owned and operated full service pest control company that has provided Long Island's Homes, Hospitals, Schools, and municipalities world class pest control for over 30 years!

Premier Coin Galleries Premier Coin Galleries
3240 Sunrise Hwy, Ste 100
East Islip, 11730

"The Dugout" in East Islip "The Dugout" in East Islip
73 West Main Street
East Islip, 11730

The One. The Only. The Dugout.

Red Hot Phone Repairs Red Hot Phone Repairs
80 Carleton Ave
East Islip, 11730

Smartphone repairs.

C & D Auto and Plate Glass C & D Auto and Plate Glass
East Islip, 11730

We do anything to do w/GLASS!! Auto Glass, Custom Showers, Storefronts, House windows, Sliding doors, Lexan, Plexi, Tabletops, Glass shelving... we also install regulators for power windows.

New Edge Knife Sharpening New Edge Knife Sharpening
East Islip, 11730

At New Edge we use the Tru Hone system to sharpen. With minimal wear, each blade is sharpened, strengthened and honed, extending knife life. Simplify all your cutting chores with a New Edge.

PARAGON Advertising PARAGON Advertising
44 East Main Street
East Islip, 11730

Thinking of advertising? Think PARAGON.

Bayview Painting and Wall Covering LLC Bayview Painting and Wall Covering LLC
East Islip, 11730

BAYVIEW is the premier Painting and Wall Covering business for Long Island and Fire Island.

Progressive Payroll Services, Inc. Progressive Payroll Services, Inc.
East Islip, 11730

A system founded and managed by certified public accountants to help lower payroll processing costs for your business.

Cassidy, Romano & Love, PC Cassidy, Romano & Love, PC
70 W Main St
East Islip, 11730

Real Estate Attorneys

Vincent S Alaimo, Esq. P.C. Vincent S Alaimo, Esq. P.C.
East Islip, 11730